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COVID 401k distribution
Hi All
I need a bit of clarity. I took a COVID withdrawal from my 401k in 2020. I received a 1099R in 2021 and filed it on my 2021 taxes. Two questions:
1. Should I be selecting “Yes” for qualified Disaster Distribution prior to 2022? if yes…
2. Do I need to complete form 8915 if I paid all in 2021?
Topics:
March 26, 2023
7:03 AM